***********@*****.***
ANIL VALDRIA
* ** * ** * *6 t h S t. Bo t he ll WA 98 011 Cell: 425-***-****
Objective: To seek a challenging position as a Financial Analyst where I could effectively utilize my experience and
strong analytical and quantitative abilities to make a result-oriented contribution
Qualifications
• Experienced MBA with expertise in financial management, planning & analysis, financial reporting, and
accounting
• Solid problem-solving skills with strong interpersonal skills, teamwork capabilities, and communications
abilities
• Highly effective and organized management professional with performance-driven and ‘can-do’ attitude
Professional Experience
Finance & Accounting Intern, Edgewalk LLC, Bellevue, WA (April 2011 to June 2011)
• Assisted in providing accounting framework for managing day-to-day activities of accounts payable, cash
disbursements, invoicing/billing, receivables, and fixed asset records
• Involved in setting up company’s payroll structure including developing time reporting and metrics
• Responsible for general ledger account reconciliations, adjusting journal entries, accruals, and month-end closing
• Prepared cash forecasts and assisted in the budgeting process to lend predictability to business operations
Graduate Intern, Arbor Group, UBS Financial Services Inc., Seattle, WA (September 2010 to December 2010)
• Conducted investment performance attribution analysis comprising assets under management worth $250
million
• Assisted in equity research & valuation projects that included a buy-side report of Tata Motors (NYSE: TTM) &
Dr. Reddy’s Lab (NYSE: RDY)
• Provided research support for alternative investments and monitored performance of mutual funds using
Morningstar metrics and Bloomberg API to develop financial models that facilitated streamlined fund selection
• Assisted financial advisors in private client financial planning by reviewing investment strategies based on their
long-term goals, income expectations, and risk tolerance.
Financial Analyst, Kantilal Chhaganlal Securities, Mumbai, India (November 2005 to May 2009)
• Managed commodity futures portfolios for platinum clients generating monthly trading volume of USD 180
million
• Successfully initiated and set up an in-house research desk comprising a team of six members as a value-
added service to clientele resulting in increased annual brokerage revenues of USD 2 million
• Performed feasibility studies using financial modeling and data driven analysis that included DCF, NPV and
IRR calculations for forecasting financial viability for contemplated franchise business partnerships
• Appraised and analyzed quantitative data of existing franchise operations to monitor key performance metrics
and performed contract review to ensure compliance with franchise agreements
• Prepared revenue and margin reports and variance analysis of actual results versus planned activities
• Involved in developing financial projections including annual budget and revenue forecasts for commodity
division
• Responsible for revenue accounting, receivables management, and acquisitions accounting including month-
end and quarterly closing, account reconciliations and journal entries
• Assisted in preparation of quarterly and year-end financial statements in compliance with GAAP accounting
and regulatory requirements
Educational Background
• Masters in Business Administration, Seattle University (June 2009 to June 2011)
• Bachelor of Commerce (Major in Accounting), Mumbai University
• Chartered Accountancy Course, India (equivalent to CPA in USA)
Skills, Achievements, & Interests
• Secured first place in CFA Pacific Northwest Investment Research Challenge 2011 representing Seattle
University
• Academic distinction of been included in Seattle University Dean’s Honor List for Winter 2010
• Intermediate to expert skills in Excel, Word, PowerPoint, and QuickBooks. Good with SharePoint and SQL
• Working knowledge of Information Systems such as Bloomberg, Thomson Reuters, Morningstar, and
Telequote